Senior Investment Strategist, Addepar

• Minimum 8 years of experience in asset management or investment consulting, such as portfolio strategy, portfolio management, investment consultant, or risk management
• Broad understanding of most asset classes and markets with direct experience in alternative asset classes (e.g. private equity and venture capital)
• Outstanding communication skills, with a consistent record of articulating complex topics clearly to a variety of audiences
• Demonstrable track record working with institutional investors is a requirement; experience in the Wealth segment is a plus
• Strong Python programming skills, a foundation in statistics and previous experience with Databricks is a plus

• We are looking for a Senior Investment Strategist to join our growing Investment Advisory Solutions (IAS) team
• As a Strategy Leader, you will be a player-coach to a fast-growing team and a client-facing technical expert in multi-asset portfolios
• The IAS team provides non-discretionary investment advice to family offices, institutional investors, and investment advisors via AS Investment Management, LLC (ASIM), Addepar’s wholly-owned Registered Investment Advisor (RIA)
• Engage with existing clients to understand their unique circumstances, investment objectives, constraints, and apply portfolio analytics to support investment decisions and portfolio outcomes
• Your role will include participating in all aspects of the business, such as creating diagnostics, investment strategies, and meeting with clients
• Perform analysis on a broad range of topics, including asset allocation, portfolio construction, and risk management
• Deliver actionable portfolio insights through a blend of quantitative and qualitative analysis methodologies
• Develop prototypes and analytical capabilities using advanced statistical, quantitative, or econometric techniques based on feedback from existing clients and institutional investors
• Lead business development efforts through the creation of presentation material and new business pitches
• Present at client meetings, roadshows, sales and due diligence calls, industry conferences, internal and external video content

• Equity - Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar
• Global Hybrid Workforce - Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world
• Flexible Time Off - Spend time traveling, celebrating with friends and family or relax on your schedule
• Benefits Packages - Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy
• Learning & Development Allowance - Your continued growth and development are important to us
• Dynamic Team - Strong investment in the best talent at the intersection of technology and finance
• Remote Office Setup Allowance For New Hires & Connectivity Reimbursement
• Pension with Employer Contributions
• Wellness and VDU Wallets
• Bi-Annual Hackathons

Total funding: $642.8m

Investment advisers require speed, clarity and flexibility when managing client portfolios. Addepar is a wealth management software platform created with these requirements in mind. The platform aggregates portfolio, market, and client data in one place, allowing financial professionals to analyze and visualize the data they need.